西部数据今日盘中大涨5.26%，成为市场关注的焦点。
消息面上，此次股价上涨主要得益于伯恩斯坦研究机构发布的最新报告。该机构将西部数据的股票评级从“与大盘持平”上调至“跑赢大盘”，同时将其目标股价从170美元大幅提升至340美元。伯恩斯坦分析师认为，市场此前对谷歌TurboQuant算法可能削弱存储硬件需求的担忧过度，该技术对硬盘（HDD）需求的影响应为零，对NAND闪存需求的影响也微乎其微。
报告进一步指出，人工智能（AI）工作负载、富媒体内容创作、数据保存期限延长等因素共同推动了存储需求的增长及平均销售价格（ASP）的上行。过去一周存储类股因市场担忧而出现的全线抛售，反而为西部数据等个股创造了更具吸引力的入场时机。基于对行业前景的乐观判断，伯恩斯坦显著上调了公司的营收增长预期。
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